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Source document· November 12, 2025

Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck

View original at finance.yahoo.com
Stock market today: Dow closes above 48,000 for first time, Nasdaq slips with government shutdown vote on deck US stocks were mixed on Wednesday, with the Dow posting a fresh record but Big Tech stocks wobbling as chances grew that the record-long US shutdown will end soon…
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  • By any meaningful metric whatsoever, from an adoption point of view, we're way in the lead. Frankly, most of our other competitors — if you really dig in, there's some like massive gaps on their roadmaps

    80% confidence
  • We're already in a rate-cutting cycle, and through that cycle we are delivering sustained growth

    80% confidence
  • AMD forecasts 60% jump in data center revenue as market hits $1 trillion

    80% confidence
  • AMD is well-positioned to eventually gain double-digit market share in data centers

    80% confidence
  • We're seeing one-sided, rapid currency moves of late. It can't be denied that the negative aspects of the weak yen are becoming clearer. The government is watching for any excessive and disorderly moves with a high sense of urgency

    80% confidence
  • Quantum advantage gives you a better outcome than any other possible way that humans have come up with doing it on a classical computer

    80% confidence
  • IEA is modeling a glut of more than 4 million bpd in 2026 as OPEC+ has spent past six months increasing production

    80% confidence
  • Both the Consumer Price Index and jobs report for October will likely never be released

    80% confidence
  • Global oil and gas demand is likely to continue to grow through 2050, with oil demand rising to 105 million bpd in 2035 and 113 million bpd in 2050

    80% confidence
  • Economic data will be permanently damaged and upcoming releases will be permanently impaired, leaving policymakers at the Fed flying blind at a critical period

    80% confidence

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What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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